Thomas Barger
Thomas Barger is a registered investment advisor at LPL Financial LLC, based in Lutherville, MD, with 34 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1447 York Road Suite 801, Lutherville, MD, 21093
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2018Other Business ActivitiesSells Insurance
Thomas is involved in several business activities. He is associated with T Joseph Barger, Inc. and Academy Financial, Inc. for tax/investment purposes and LPL business, dedicating full-time hours to each, and also works as a health insurance broker for Blue Harbor Benefits and sells non-variable insurance through Academy Financial, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Fa, INC.
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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